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Out and About - PFA 10/22/2019

October 28, 2019
Out and About - PFA 10/22/2019

Verite’s Premium Finance Academy (aka PFA) was held last Tuesday 10/22/19 at the W Hotel Union Square in New York City. This event was well attended by advisor’s, several Lion Street owners and prospective owners. Thank you to Dan Murphy and Karla Kirk of Lion Street for helping make the event a success. Our Keynote Speaker, Jay Judas, CEO of Life Insurance Strategies Group, ended the day with an impactful presentation explaining various ways to utilize his new company to move cases forward as well as explaining various joint marketing strategies that are available. A special thank you to Symetra’s Steven Patrizio, Symetra RVP, Mid-Atlantic Region, Paul Pistilli, Division Sales Manager and Greg Rohtstein, Director, Competition & Product  Management for sponsoring this event which ended with fabulous cocktails & dinner.

 

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